Finance Score: 0

Governance Score: 3

Support Score: 0

Strong growth: +2
Multiple Deficits: -2
No PartB

Gender balanced board: +3

No supporters identified

Overall GiG Score: 3

OLD SCHOOL FUND

Promoting education of persons under the age of 25 years living in Bury St. Edmunds by the provision of financial assistance to voluntary schools in Bury St. Edmunds and to students in the town

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£4	£6	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£3	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£4	£1	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£3	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£3	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£3	£4	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12		£3	£4	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£4	£3	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£4	£5	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£4	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£7	£4	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07	*	£6	£5	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06?	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 52 years

OSFClerk@greene-greene.com

01284762211

Charity Commission for England and Wales

Listed activities

Education/Training

GiG Classification

Community sports activities

How it operates

Makes grants to individuals
Makes grants to organisations

Where it operates

Suffolk,

Who it helps

Children/Young People

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

MARIE MACINNES

MICHAEL JOHN PHILLIPS Appointed: 2011

MARILYN ELIZABETH JOAN CALLABY Appointed: 2018

PETER ROSE Appointed: 2015

REV CHRISTOPHER MARK SCOTT ROBINSON Appointed: 2022

THE VERY REVEREND JOSEPH PATRICIUS HAWES Appointed: 2019

VALERIE MOORE (Chair) Appointed: 2012

Legal constitution

Charity registered in England & Wales on 05/04/1972, number: 310348

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Investment
Risk management

Filing Record

18 returns made; AR18: 181 days late, AR15: 39 days late, AR14: 166 days late, AR09: 189 days late, AR08: 79 days late, AR07: 71 days late, AR06: 117 days late,

Main office

GREENE & GREENE
80 GUILDHALL STREET
BURY ST. EDMUNDS
IP33 1QB

Objectives

TO PROMOTE THE EDUCATION OF PERSONS UNDER 25 YEARS WHO ARE, OR WHOSE PARENTS ARE, RESIDENT IN THE TOWN OF BURY ST EDMUNDS. (FOR FURTHER DETAILS SEE CLAUSE 19 OF THE SCHEME).

Defined Area of Benefit:

THE TOWN OF BURY ST EDMUNDS